Q1 2021 Holdings
Filed 2021-05-14 | 17 holdings | $601.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $129.5K | 325,591 | 21.6% |
| Vanguard TAX Managed Intl(VEA) | FD FTSE DEV MKT ETF | 921943858 | $114.3K | 2,326,793 | 19.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $68.8K | 264,290 | 11.4% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $63.1K | 1,104,339 | 10.5% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $58.8K | 520,778 | 9.8% |
| Vanguard Scottsdale FDS(VMBS) | MORTG-BACK SEC | 92206C771 | $38.0K | 712,558 | 6.3% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $34.8K | 587,587 | 5.8% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $27.6K | 530,304 | 4.6% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $23.5K | 216,904 | 3.9% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $12.7K | 140,119 | 2.1% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $12.7K | 109,328 | 2.1% |
| Ishares TR(ESGD) | ESG MSCI EAFE | 46435G516 | $7.4K | 97,200 | 1.2% |
| Ishares TR(IGSB) | SH TR CRPORT ETF | 464288646 | $2.9K | 52,865 | 0.5% |
| Vanguard Whitehall FDS Inc(VYM) | HIGH DIV YLD | 921946406 | $2.3K | 22,487 | 0.4% |
| Ishares Inc | ESG MSCI EM ETF | 46435G863 | $1.8K | 41,576 | 0.3% |
| Ishares TR(ESML) | ESG MSCI USA SML | 46435U663 | $1.5K | 38,684 | 0.2% |
| Vanguard Whitehall FDS Inc(VYMI) | INTL HIGH ETF | 921946794 | $1.3K | 20,584 | 0.2% |